Brian LoweryCRD Number: 5064008
Current Firm: Bkd Wealth Advisors, LLC
Brian Lowery (CRD# 5064008) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry. Brian Lowery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Bkd Wealth Advisors, LLC||St. Louis, MO||Apr 2016 - Current||5|
|Archer Wealth Management||St. Louis, MO||Dec 2013 - Apr 2016||2|
|Charles Schwab & Company, Inc.||Clayton, MO||Jul 2008 - Dec 2013||5|
|Charles Schwab Bank||Clayton, MO||Jul 2008 - Dec 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management4,978MILLIONS
Total Number of Accounts5,547ACCOUNTS
Average Account Value$897,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NE, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VI, WA, WI
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